Seven Indian stocks named for Samvat 2083 by Kotak Institutional Equities Research and Kotak Neo’s Private Client Group have target-price gaps ranging from 7.5% to 73.8%, calculated from prices in Kotak Neo’s summary.
Kotak Neo’s ₹558 Oct. 30 reference price and ₹970 fair value imply a 73.8% gap for Jubilant Ingrevia. Ujjivan Small Finance Bank follows at about 60.4%, based on its ₹85 fair value and ₹53 reference price.
Among the remaining five stocks, the calculated gaps range from 7.5% for Persistent Systems to 26.5% for Eternal. APL Apollo Tubes stands at 19.8%, Titan Company at 13.8% and Hindustan Aeronautics at 9.3%. Kotak rates Jubilant Ingrevia, Ujjivan, APL Apollo Tubes, Eternal and Persistent Systems Buy, and rates Hindustan Aeronautics and Titan Company Add.
Kotak estimates Jubilant Ingrevia’s earnings per share at ₹27.2 in FY27 and ₹29.4 in FY28, while its projected price-to-earnings ratio falls from 20.5 to 19.0. The research also estimates earnings per share could double between FY26 and FY29, citing the company’s speciality-chemicals order book, nutrition business and product pipeline. These are forecasts, not reported results.
A National Stock Exchange filing says Jubilant Ingrevia’s board approved unaudited consolidated results for the quarter ended Sept. 30, 2026, at an Oct. 27 meeting. Basic earnings per share was ₹7.07 for the quarter and ₹13.77 for the half year.
For APL Apollo Tubes, Kotak cites a plan to expand structural-steel capacity to 8 million tonnes by FY28, from 5 million tonnes. It models FY26-to-FY29 compound annual growth rates of about 16% for revenue and 19% for profit after tax.
The Economic Times separately reported a 72.5% potential gain for Jubilant Ingrevia but did not specify the reference price behind its calculation. EconoTimes has also covered SBI Securities’ separate Samvat 2083 stock recommendations.
